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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES CORE HIGH DIVIDEND E

Steward Partners Investment Advisory, LLC holds 1.5M shares of HDV (ISHARES CORE HIGH DIVIDEND E), worth $40.9M as of 2026-Q2. The position was increased (+380.4% shares). HDV represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$40.9M

Current Shares

1.5M

Total Value Change

+$8.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+380.4%
$40.9M0.2%$27.32
56
2026-Q1
Increased
310,300
+4.8%
$42.1M0.2%$26.88
37
2025-Q4
Increased
296,114
+1.3%
$36M0.2%$23.94
35
2025-Q3
Increased
292,238
+1.8%
$35.8M0.2%$23.86
35
2025-Q2
Increased
287,213
+2.7%
$33.7M0.3%$22.65
35
2025-Q1
Increased
279,716
+3.1%
$33.9M0.3%$23.23
36
2024-Q4
Decreased
271,389
-0.3%
$30.5M0.3%$21.39
0
2024-Q3
Increased
272,193
+0.4%
$32M0.3%$22.19
35

Other major holders of HDV: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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